Verdence Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $987K | Hold |
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|
2022
Q4 | $978K | Hold |
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|
2022
Q3 | $897K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $218K | Buy |
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